Cross-vertical

Automate Zoom with Caddi AI Agents

Built for professional services teams.

Yes, Caddi integrates with Zoom. It runs 6 supported actions in Zoom, including meeting ended, create meeting, and create webinar, and connects it to Google Meet, Microsoft Teams, and Calendly. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.

The differenceMost Zoom integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Zoom and every tool it touches, including the screens with no API.

Supported actions6

New meeting createdTriggers when a new meeting is scheduled.
Meeting endedTriggers when a meeting wraps up.
New recording readyTriggers when a cloud recording finishes processing.
Create meetingSchedule a new Zoom meeting with custom settings.
Create webinarSchedule a new Zoom webinar with registrants.
Update meetingModify an existing meeting's time or settings.

Need something that isn't listed? Teach Caddi the step the way you'd teach a new hire and it gets built.

Building on the Zoom API?Visit zoom.us

How to automate Zoom

Connect Zoom to Caddi
Allow
1Sign in to Zoom
One click with your own Zoom login. No API keys.
Automate meeting note write-back in Zoom.
ScreenshareType it
2Show or tell it
Screenshare the job, or type it in chat. Change it any time.
Running
14 done1 for review
3Watch it run
Caddi does the work and flags anything unsure for review.

The details

What Caddi does with Zoom

Why teams automate Zoom

Zoom runs the conversation — Caddi AI Agents run the prep before and the work after.

Recurring client meetings are some of the highest-leverage work at a firm. Caddi makes sure the right prep happens before each one and the right follow-up happens after.

Loops Caddi runs against Zoom

Meeting note write-back
Recommended pattern
Caddi takes the Zoom transcript, writes a structured summary to the CRM, and opens the right follow-up tasks.
Prep packet generation
Recommended pattern
Before each Zoom, Caddi assembles the prep packet from the CRM and emails it to the host.
Time entry from Zoom
Recommended pattern
Caddi reads the day's Zooms and drafts time entries against the right matters or projects.

Where professional services teams use it

Inbound triage
Watch Zoom for new items, classify them, and route the right data to the right downstream system: CRM, matter system, or storage.
Cross-tool data sync
Keep Zoom in lockstep with your CRM, billing, or document system so the same record never has to be updated twice.
Document workflows
Generate, send, and archive documents end-to-end using Zoom alongside e-signature, cloud storage, and your system of record.
Notifications & approvals
Send the right person the right Zoom update by email, Slack, or Teams, and capture approvals back into the originating record.

Questions about automating Zoom

Does Caddi have a real Zoom integration?

Yes. Caddi runs verified code against Zoom's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Zoom is reviewed before it runs in production.

Do I need engineering help to automate Zoom with Caddi?

No. You demonstrate the workflow, clicking through Zoom the way you normally would, and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.

Is my Zoom data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Zoom, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

Can Caddi connect Zoom to the rest of my stack?

That's the point. Most Caddi automations span 3-6 tools. For example: pulling data out of an email, updating Zoom, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

How do I find what to automate in Zoom?

Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.

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